智通财经APP获悉，敏实集团(00425)昨日收涨逾31%，今日早盘再涨超6%，截至发稿，涨6.37%，报22.55港元，成交额4.53亿港元。
大摩发布研报称，敏实董事长秦荣华近日斥1000万美元投资X.AI，管理层亦透露了对结构件及关节等仿生机械人零件业务的发展计划，带动股价单日上涨38%，憧憬公司在相关业务的发展若取得任何突破，都将会被市场视为已在制造技术和产品供应上建立的优势。
花旗发布研报称，敏实集团昨日股价大幅上涨，可能是因为集团进军机械人领域，而市场预计该公司能充分利用其在新能源汽车方面的优势，在机械人领域占据有利地位。虽然目前仍处于样品测试阶段，但花旗亦预计敏实有潜力供应机械人智能外壳及致动器等零件，可成新增长动力，预计近期将迎来估值重估。
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